Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,195 | $76,519-88.0% | $56,025-83.6% | $145,897-93.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.59% | 3017.03%-3008.4pp | 1712.69%-1704.1pp | 552.29%-543.7pp |
| Employer contribution / active EE | $672 | $1,383-51.4% | $1,042-35.5% | $4,663-85.6% |
| Participant deferral / active EE | $833 | $2,624-68.3% | $1,955-57.4% | $6,689-87.6% |
| Admin fee / account holder | $3,013 | $3,331-9.5% | $2,828+6.5% | $13,390-77.5% |